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GHP Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

GHP Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$545K Buy
1,813
+42
+2% +$11.8K 0.02% 317
2026
Q1 		$439K Buy
1,771
+1
+0.1% +$258 0.02% 326
2025
Q4 		$436K Buy
1,770
+2
+0.1% +$492 0.02% 319
2025
Q3 		$428K Sell
1,768
-43
-2% -$9.87K 0.02% 317
2025
Q2 		$391K Buy
1,811
+2
+0.1% +$402 0.02% 321
2025
Q1 		$361K Buy
1,809
+1
+0.1% +$217 0.02% 325
2024
Q4 		$400K Sell
1,808
-5
-0.3% -$1.14K 0.02% 314
2024
Q3 		$400K Sell
1,813
-66
-4% -$14.1K 0.02% 320
2024
Q2 		$381K Buy
1,879
+36
+2% +$7.28K 0.02% 318
2024
Q1 		$388K Buy
1,843
+1
+0.1% +$199 0.02% 324
2023
Q4 		$370K Sell
1,842
-161
-8% -$28.8K 0.02% 330
2023
Q3 		$341K Buy
2,003
+235
+13% +$44.1K 0.02% 327
2023
Q2 		$338K Buy
1,768
+32
+2% +$5.71K 0.02% 334
2023
Q1 		$310K Sell
1,736
-14
-0.8% -$2.58K 0.02% 329
2022
Q4 		$305K Buy
1,750
+4
+0.2% +$711 0.02% 334
2022
Q3 		$288K Sell
1,746
-18
-1% -$3.28K 0.02% 322
2022
Q2 		$299K Sell
1,764
-7
-0.4% -$1.29K 0.02% 318
2022
Q1 		$364K Buy
1,771
+1
+0.1% +$204 0.02% 305
2021
Q4 		$394K Buy
1,770
+50
+3% +$11.3K 0.03% 263
2021
Q3 		$376K Buy
1,720
+2
+0.1% +$443 0.03% 251
2021
Q2 		$394K Sell
1,718
-174
-9% -$39.1K 0.03% 248
2021
Q1 		$418K Sell
1,892
-20
-1% -$4.37K 0.04% 239
2020
Q4 		$375K Buy
1,912
+22
+1% +$3.85K 0.04% 236
2020
Q3 		$283K Sell
1,890
-296
-14% -$44.5K 0.03% 243
2020
Q2 		$313K Buy
2,186
+1
+0% +$131 0.04% 239
2020
Q1 		$250K Sell
2,185
-11
-0.5% -$1.64K 0.04% 251
2019
Q4 		$364K Buy
2,196
+126
+6% +$19.9K 0.04% 254
2019
Q3 		$313K Sell
2,070
-138
-6% -$21.1K 0.04% 262
2019
Q2 		$343K Buy
2,208
+3
+0.1% +$462 0.04% 258
2019
Q1 		$338K Buy
2,205
+2
+0.1% +$301 0.04% 263
2018
Q4 		$295K Sell
2,203
-179
-8% -$26.7K 0.04% 253
2018
Q3 		$402K Buy
2,382
+3
+0.1% +$506 0.05% 241
2018
Q2 		$390K Hold
2,379
– – 0.05% 241
2018
Q1 		$361K Buy
2,379
+40
+2% +$6.18K 0.05% 246
2017
Q4 		$357K Buy
2,339
+41
+2% +$6.16K 0.05% 249
2017
Q3 		$341K Sell
2,298
-133
-5% -$18.7K 0.05% 252
2017
Q2 		$343K Hold
2,431
– – 0.05% 256
2017
Q1 		$334K Sell
2,431
-97
-4% -$13.3K 0.06% 255
2016
Q4 		$341K Buy
2,528
+4
+0.2% +$511 0.06% 247
2016
Q3 		$314K Buy
2,524
+5
+0.2% +$608 0.06% 243
2016
Q2 		$290K Sell
2,519
-85
-3% -$9.59K 0.06% 251
2016
Q1 		$288K Buy
2,604
+3
+0.1% +$311 0.07% 247
2015
Q4 		$293K Buy
2,601
+310
+14% +$35.8K 0.07% 243
2015
Q3 		$250K Hold
2,291
– – 0.06% 243
2015
Q2 		$279K Buy
2,291
+243
+12% +$30.4K 0.07% 237
2015
Q1 		$255K Buy
2,048
+71
+4% +$8.56K 0.07% 241
2014
Q4 		$236K Buy
+1,977
New +$226K 0.07% 240
2014
Q3 		– Sell
-1,707
Closed -$203K – 270
2014
Q2 		$203K Buy
+1,707
New +$194K 0.06% 260

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GHP Investment Advisors's IWM Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,813 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #317.

GHP Investment Advisors first reported a position in IWM in Q2 2014 and has held it in 48 quarters since. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • GHP Investment Advisors held 1,813 shares of iShares Russell 2000 ETF worth $545K as of Q2 2026.
  • GHP Investment Advisors bought 42 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.8K.
  • iShares Russell 2000 ETF made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #317 holding.
  • GHP Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 48 quarters since.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.